Sophisticated and first time investor

Loans for Sophisticated and First Time Investor

Introduction

Investing in property has always been seen as a safe and effective way to build wealth.
The tangible evidence of your investment coupled with the rental income and possible tax concessions make it easy to see why an investment in property can be an attractive choice.

intro-investor
Key Issues to Consider

Before you embark on the process here are some of the key issues to consider:

  • The importance of sound financial and property investment advice
  • The impacts of negative gearing on your tax position
  • Ownership structures
  • Record keeping requirements
  • Income (eg rental)
  • Profit at sale – what is capital gains tax?
  • Expenses – what is depreciation?
  • Expenses – how much does it cost per week/month/year to own a property?
  • Finance – loans types and is it easier if I already own a property?

Complimentary obligation free consultation

Discuss your specific needs & formulate the right strategy for you.
Get in touch to organise your complimentary 60min session today!

What’s involved in obtaining a loan through Intuitive Finance?

Process begins

Step 1
Consult

Initial consultation (via the phone, skype or face to face) where we establish your motivations and requirements

Step 2
Gather

Information gathering to confirm your financial status

Step 3
Review & strategise

Clear and detailed review of your financial position with a suggested investment or buying strategy for you to consider including an assessment of the best and most appropriate deals available

Step 4
Agree & Implement

Complete the necessary application paperwork including follow-up negotiations with lenders and adjustments if necessary

Step 5
Complete

Finalise approval (s), arrange formal paperwork to be signed

Step 6
Settle

Coordination of the settlement process
Process ends

The Key Finance Issues all Property Investors Need to Consider

Download this handy guide that the team at Intuitive Finance has put together for you.

Instant download

FAQ

1. About/Why Intuitive Finance and what fees do you charge and what loans do you do? Business / Commercial and are you a lender/broker? / Where are you based?

Intuitive Finance are a Melbourne based award winning boutique finance broking firm. We assist all ranges of clients from first home buyers through to Property Investors and clients who wish to refinance, review their current loans and interest rates or release equity and SMSF.  Intuitive Finance 95% of the time will charge a fee for providing credit assistance to you. Any/all fees will be disclosed to you at the outset in our strategy and is simply applied to cover our time where we need to be compensated for the work done to assist you.

2. Do you have calculators to help me with my mortgage and finance?

We recommend you speak with one of our Finance Strategist. However you can find a range of calculators and checklists on our website: https://intuitivefinance.com.au/calculators/

3. I'm a current / Metropole client and I need to know if I can switch a loan from one property to another or I need to get options for a better interest rate.

Please feel free to call 1300 342 505 or email us at info@intuitivefinance.com.au to speak to one of our Finance Strategist so we can review your current loans and situations.

4. How much can I borrow and what would be the best option for me?

Everyone’s circumstances are different and there are a lot of options out there, so we recommend you speak with one of our Finance Strategist. There is also a great article on our website to read before you contact our team. What’s the best home loan for you?